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Investors Move to Tax Safehavens

A recent article by the New York Times linked to below says that many investors are looking for ways to reduce their tax profiles by moving income to current years and selling stocks that have locked in capital gains.  Instead of selling those stocks, and investor looking to limit his tax profile might wan to…

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Stock Donations For Smaller Non-Profits

Many larger non profit organization have been accepting stock donations for many years.  Nancy Munger  donated 25 shares of Berkshire Hathaway stock  to the Henry E. Huntington Library and Art Gallery. The dollar value of the donation is close to $3 million. (see article).  Warren Buffett also chooses stock donations as his favorite method of donation and…

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Stock Donations Reached $23.7 Billion!

Of all non-cash contributions made, Stock Donations represented the largest category of noncash donations at $23.7 billion or 44.9 % of all non-cash contributions. Over 450,824 stock donations were made to non-profits in one year!  With such a large number of stock donations and such a large amount, each Non-profit should do more to accept stock…

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Stock Donator vs. Donor Advised Funds

A donor-advised fund is a charitable giving vehicle administered by another entity and created for the purpose of managing charitable donations on behalf of an organization, family, or individual. A donor-advised fund requires the donor to set aside a certain sum of money that may be invested in stocks, and later, if the stocks appreciate in value,…

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Important Year End Deadlines

While we always use best efforts to make sure donations are completed timely.  We cannot guarantee that any stock donations that are not initiated before December 20, 2018 will have their processed completed before year end.  Please plan accordingly.